Jonathan Moore
Financial Avenues, LLC. · Nixa, Missouri
Jonathan Moore is a fee-only financial advisor at Financial Avenues, LLC. in Nixa, Missouri. Jonathan focuses on retirement planning, estate & legacy planning and tax planning. Financial Avenues, LLC. reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Financial Avenues, LLC. |
|---|---|
| Based in | Nixa, Missouri |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Fees (firm's website) | One-time plans from $4,000 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $147.6M across 409 accounts |
| SEC registration | Investment adviser representative in KS, MO · CRD 7749873 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.myfinancialavenues.com |
| Profile |
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Questions about Jonathan
Is Jonathan Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Financial Avenues, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Financial Avenues, LLC., reports charging hourly fees and fixed fees on its SEC Form ADV.
How much does Jonathan charge?
According to Financial Avenues, LLC.'s website, checked October 30, 2026: one-time plans from $4,000.
Does Jonathan work with clients virtually?
Yes. Financial Avenues, LLC. says on its website that it works with clients remotely.
Where is Jonathan Moore based?
Jonathan Moore is based in Nixa, Missouri.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, estate & legacy planning and tax planning. Jonathan works with early-career professionals.
Is Jonathan Moore registered with the SEC?
Yes. Jonathan Moore is registered as an investment adviser representative in KS and MO (CRD 7749873), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Avenues, LLC. manage?
Financial Avenues, LLC. reports $147.6M across 409 accounts in assets under management.
How do I contact Jonathan Moore?
Through Jonathan's website, www.myfinancialavenues.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Financial Avenues, LLC. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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